Purchases and Sales Made in Q4 2024 in Intuit Inc (INTU)
This table provides information about the institutional ownership of Intuit Inc (INTU) during Q4 2024. The information is specifically focused on institutions that hold shares of INTUIT INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-5- 0.85% |
$3.01K - $3.53K
|
581
$385K
|
|
|
Jan 14, 2025
Q4 2024
|
Wynn Capital, LLC
Augusta, GA |
SELL
|
- |
-5- 1.05% |
$3.01K - $3.53K
|
470
$311K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-5- 0.9% |
$3.01K - $3.53K
|
553
$366K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-5- 15.63% |
$3.01K - $3.53K
|
27
$17.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-5- 1.41% |
$3.01K - $3.53K
|
350
$232K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-5- 0.46% |
$3.01K - $3.53K
|
1.09K
$720K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-5- 0.34% |
$3.01K - $3.53K
|
1.48K
$980K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-5- 0.79% |
$3.01K - $3.53K
|
624
$414K
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-5- 0.54% |
$3.01K - $3.53K
|
928
$615K
|
|
|
Feb 07, 2025
Q4 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-5- 0.52% |
$3.01K - $3.53K
|
956
$634K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5- 1.25% |
$3.01K - $3.53K
|
395
$262K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5- 1.42% |
$3.01K - $3.53K
|
346
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
SELL
|
- |
-5- 0.37% |
$3.01K - $3.53K
|
1.34K
$888K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-6- 2.67% |
$3.61K - $4.24K
|
219
$145K
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-6- 1.31% |
$3.61K - $4.24K
|
452
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-6- 8.11% |
$3.61K - $4.24K
|
68
$45.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Jacobsen Capital Management
|
SELL
|
- |
-6- 1.15% |
$3.61K - $4.24K
|
515
$341K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 6.59% |
$3.61K - $4.24K
|
85
$56.3K
|
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
SELL
|
- |
-6- 0.56% |
$3.61K - $4.24K
|
1.06K
$703K
|
|
|
Feb 12, 2025
Q4 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-6- 24.0% |
$3.61K - $4.24K
|
19
$12.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-6- 0.33% |
$3.61K - $4.24K
|
1.81K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-6- 0.9% |
$3.61K - $4.24K
|
658
$436K
|
|
|
Aug 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-6- 6.59% |
$3.61K - $4.24K
|
85
$56.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-7- 1.47% |
$4.21K - $4.94K
|
469
$311K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-7- 1.94% |
$4.21K - $4.94K
|
353
$234K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-7- 1.55% |
$4.21K - $4.94K
|
445
$295K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-7- 1.25% |
$4.21K - $4.94K
|
554
$367K
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-7- 1.34% |
$4.21K - $4.94K
|
517
$343K
|
|
|
Jan 24, 2025
Q4 2024
|
Inlet Private Wealth, LLC
|
SELL
|
- |
-8- 0.21% |
$4.82K - $5.65K
|
3.82K
$2.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-8- 0.66% |
$4.82K - $5.65K
|
1.2K
$795K
|
|
|
Jan 29, 2025
Q4 2024
|
Tranquility Partners, LLC
|
SELL
|
- |
-8- 1.46% |
$4.82K - $5.65K
|
540
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-8- 0.79% |
$4.82K - $5.65K
|
1.01K
$668K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-8- 0.44% |
$4.82K - $5.65K
|
1.83K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Coastline Trust CO
|
SELL
|
- |
-8- 3.01% |
$4.82K - $5.65K
|
258
$171K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
SELL
|
- |
-8- 0.25% |
$4.82K - $5.65K
|
3.16K
$2.09M
|
|
|
Feb 27, 2025
Q4 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-8- 1.74% |
$4.82K - $5.65K
|
453
$300K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-9- 2.16% |
$5.42K - $6.36K
|
408
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-9- 10.0% |
$5.42K - $6.36K
|
81
$53.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-9- 11.11% |
$5.42K - $6.36K
|
72
$47.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-9- 2.34% |
$5.42K - $6.36K
|
376
$249K
|
|
|
Jul 17, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-9- 25.71% |
$5.42K - $6.36K
|
26
$17.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
SELL
|
- |
-10- 0.56% |
$6.02K - $7.06K
|
1.78K
$1.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-10- 1.5% |
$6.02K - $7.06K
|
657
$435K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-10- 2.96% |
$6.02K - $7.06K
|
328
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-11- 2.34% |
$6.62K - $7.77K
|
459
$304K
|
|
|
Jan 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-11- 2.59% |
$6.62K - $7.77K
|
413
$274K
|
|
|
Jan 29, 2025
Q4 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-11- 0.39% |
$6.62K - $7.77K
|
2.82K
$1.87M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-11- 1.63% |
$6.62K - $7.77K
|
664
$440K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-12- 3.07% |
$7.22K - $8.48K
|
379
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
Malaga Cove Capital, LLC
|
SELL
|
- |
-12- 2.81% |
$7.22K - $8.48K
|
415
$275K
|